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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,079 | $48,267+74.2% | $68,808+22.2% | $68,486+22.8% |
| Participation rate | 88.9% | 60.7%+28.2pp | 69.0%+19.9pp | 67.9%+21.0pp |
| Annual return | -17.24% | -12.70%-4.5pp | -6.37%-10.9pp | -7.85%-9.4pp |
| Employer contribution / active EE | $5,267 | $1,829+188.0% | $2,656+98.3% | $2,597+102.8% |
| Participant deferral / active EE | $4,821 | $2,867+68.2% | $3,942+22.3% | $4,028+19.7% |
| Admin fee / account holder | $133 | $4,362-97.0% | $4,936-97.3% | $5,404-97.5% |